Job Posting: Technical Operations Lead / Solutions Engineer

Position Title
Technical Operations Lead / Solutions Engineer

Hiring Company
Davis Talent

Contact
Jenna@davistalent.com / www.davistalent.com

Job Posting Expiration Date
Jan 31, 2026

Job Description:

Role

Technical Operations Lead / Solutions Engineer

Type

Full-time, W2

Location

Onsite in New York City or San Francisco

Reports to

Chief Revenue Officer

Visa Sponsorship

Not available

Benefits

Medical, dental, vision, L&D ins, unlimited PTO, 401k with matching, and company offsites 2-4 times/year.

The Company

Founded in 2024 by fintech and payments veterans, we are building the modern data infrastructure for spend. Our unified API provides real-time and historical payment data that starts with real-time card transactions by connecting directly to Visa, Mastercard, Plaid, and soon American Express. We enable software platforms to utilize power features such as receipt-free expense reporting, real-time spend visibility, and flexible “bring your own card” workflows. By standardizing and enriching payment data across issuers, networks, and formats, we help software companies deliver better spend experiences without sacrificing control or compliance. We are a seed-stage company backed by multiple venture capital firms. We operate with a strong focus on capital efficiency as we prepare for a Series A raise. Our team of 22 employees is distributed across San Francisco, New York City, London, and Portugal.

The Opportunity

We are seeking a Technical Operations Lead who sits at the intersection of customer onboarding, technical implementation, sales engineering, and partner management. This role blends the ownership and rigor of an Operations Manager with the hands-on problem-solving of a Solutions Engineer or Forward-Deployed Engineer (FDE). Today, critical technical and operational responsibilities are spread across go-to-market, product, and partnerships with no clear owner. As we scale, we need a dedicated leader to own customer onboarding, API integrations, and day-to-day operational excellence while ensuring customers and partners can successfully adopt and rely on our platform. This is a highly cross-functional role working closely with Sales, Customer Success, Product, Engineering, card networks, banks, acquirers, and issuers. The ideal candidate is technically fluent, operationally strong, and energized by bringing a complex fintech product to life for customers.

Responsibilities

• Customer Onboarding & Implementation

• Own end-to-end onboarding and activation for customers.

• Design and support integrations across APIs, authentication flows, webhooks, card linking, and spend data ingestion.

• Validate technical requirements, conduct implementation reviews, and ensure fast time-to-value.

• Build customer-facing onboarding playbooks, documentation, and automated validation tools.

• Technical Debugging & Support

• Diagnose issues across logs, API behavior, data flows, network/bank integrations, and webhook activity.

• Triage and resolve complex customer and partner issues before escalating to Engineering.

• Analyze operational flows across onboarding, support, and ongoing production usage.

• Automation & Tooling

• Build lightweight tools and workflows using AI tools, Typeform, simple web pages, or internal dashboards.

• Create and maintain AI-assisted troubleshooting workflows, runbooks, and internal automations.

• Script basic utilities in Python, JavaScript, or Bash to eliminate repetitive operational tasks.

• Operational Excellence & Process Building

• Design and maintain operational processes, documentation, SLAs, and support workflows.

• Establish best practices for onboarding, support, and issue resolution across customer segments.

• Monitor customer and partner health using dashboards, KPIs, and early-warning signals.

• Network & Bank Operations

• Manage operational relationships with card networks, sponsor banks, acquirers, and issuers.

• Support program approvals, bank onboarding, data validation, compliance readiness, and audits.

• Own network-related escalations with a focus on root cause resolution and customer impact.

• Cross-Functional Execution

• Partner with Product and Engineering to translate field insights into roadmap improvements.

• Collaborate with Sales and Customer Success to deliver consistent, high-quality customer experiences.

• Represent Technical Operations during planning, prioritization, and customer escalations.

What We’re Looking For

• A hybrid operator who thrives in both structured processes and hands-on technical problem-solving.

• A builder who enjoys creating tools, automations, and documentation that scale operations.

• A customer-first mindset with the ability to translate technical complexity into clear communication.

• Strong ownership mentality with a focus on root-cause resolution.

• Comfort operating in ambiguity and evolving systems.

• An AI-forward approach to accelerating onboarding, troubleshooting, and support.

Requirements

• Must Have Qualifications

• Experience in payments, including familiarity with Visa/Mastercard networks, issuers, acquirers, and sponsor banks.

• Background in Technical Operations, Solutions Engineering, Forward-Deployed Engineering, Implementation Engineering, or Technical Support.

• Hands-on experience with APIs, authentication flows, and technical integrations.

• Ability to debug issues using logs, data analysis, and operational reasoning.

• Experience building lightweight automations or workflows using tools like AI platforms, Typeform, or simple web tools.

Nice to Have Qualifications

• Scripting experience in Python, JavaScript, or Bash.

• Familiarity with webhooks, JSON schemas, and debugging tools.

• Prior experience as a Sales Engineer or Solutions Engineer.

• Experience working in a startup or early-stage environment.

• Exposure to payments data files, compliance workflows, or operational audits.

Why Join

• Play a high-impact role at a fast-growing fintech startup.

• Work directly with mission-critical customers.

• Collaborate with a globally distributed, deeply experienced fintech team.

• Participate in annual company offsites in the US and Europe.

• Receive competitive compensation, meaningful equity, and the opportunity to shape foundational systems.